John D. O'Hara, MBA

Financial Advisor

I have a passionate drive to make sure each of our client’s needs are met using hard work and compassion.  I believe a crucial step in helping you achieve your goals and advising you properly is getting to know you on a personal level. We do this over time by earning each other's trust and confidence, while developing a business and personal relationship. 

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What defines my life is my wife Lindsey and my boys Jack and Owen.  I’m amazed by my family every day.  The hard work Lindsey puts in as a Registered Nurse caring for her patients is inspiring.  As a recently new father, I’m in constant awe of how lucky I am to watch my son learn and grow every day.  If he’s anything like his father, he’ll have a propensity to make sure all people, from strangers to family are appreciated and taken care of, and have a thirst for knowledge ranging from the markets to meditation.   Hockey pucks, baseball bats, and footballs are sure to fill his bedroom and our garage.

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When I’m not in the office, you can find me on the golf course struggling to find my ball in the rough. I enjoy running and hiking all throughout the county with my dog, Carson.  I try to attend at least one Phillies, Eagles, and Flyers game a season with my family and friends.   Every college football season, I can be found in Happy Valley with family and friends tailgating and watching Penn State Football. 

I hold a bachelor's degree in Economics from Penn State University, and double MBA in Finance and Marketing from La Salle University, graduating Magna Cum Laude.  I am part of the Penn State Alumni Association, the La Salle Alumni Association, and was a volunteer in the Big Brothers Big Sisters Program.  I serve on the PIMS (PHI Investment Management Services) Board for Presbyterian Senior Living, a not-for-profit organization providing retirement and senior care services.  In addition to that, I also volunteer my time as the Fundraiser Coordinator for the Special Olympics in Lebanon County. 

I want to help make sure your financial goals are accomplished. Together, we can do just that

CA Insurance License Number: 2126649.  Resident State PA.